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NORTH CAROLINA BAR ASSOCIATION HEALTH BENEFIT TR

EIN 56-6595155 CARY, NC

Revenue 2024
$65,579,983
Expenses 2024
$68,548,563

As filed

Subsection
09
NTEE code
Y43
Classification
1000
Street
8000 WESTON PARKWAY

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

THE TRUST IS A HEALTH BENEFIT PROGRAM WHEREBY AN EMPLOYEE OF A PARTICIPATING EMPLOYER, UPON EMPLOYMENT, MAY ELECT COVERAGE.

Activities or mission (Part I)

MULTIPLE EMPLOYER WELFARE ARRANGEMENT

  • THE TRUST IS A SELF-FUNDED MULTIPLE-EMPLOYER WELFARE PLAN, OPERATED SOLELY AND EXCLUSIVELY AS A NON-PROFIT ENTITY FOR THE PURPOSE OF PROVIDING BENEFITS TO EMPLOYEES OF PARTICIPATING EMPLOYERS. THE NUMBER OF PARTICIPANTS AT 9/30/25 IS 4,509.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ELIZABETH W VOLTZ

    TRUST CHAIR

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • PHILLIP R MILLER III

    SECRETARY

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • PLATO C BARWICK III

    TRUSTEE

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • SANDRA M CLARK

    TRUSTEE

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • CHRISTOPHER T GRAEBE

    TRUSTEE

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • WILLIAM STROUD

    TRUST MANAGER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $65,579,983
    Expenses
    $68,548,563
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $63,668,052
    Expenses
    $64,656,747
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $58,348,323
    Expenses
    $56,882,101
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $53,966,395
    Expenses
    $56,491,430
    Assets (EOY)
    $26,853,160
  • 2020 · 990

    Revenue
    $52,442,534
    Expenses
    $51,489,096
    Assets (EOY)
    $31,337,055
  • 2019 · 990

    Revenue
    $48,795,566
    Expenses
    $46,026,664
    Assets (EOY)
    $30,182,922
  • 2018 · 990

    Revenue
    $46,425,341
    Expenses
    $44,145,575
    Assets (EOY)
    $27,452,740
  • 2017 · 990

    Revenue
    $44,485,257
    Expenses
    $39,791,067
    Assets (EOY)
    $24,074,364
  • 2016 · 990

    Revenue
    $41,816,165
    Expenses
    $37,184,283
    Assets (EOY)
    $19,713,406
  • 2015 · 990

    Revenue
    $36,632,964
    Expenses
    $36,594,035
    Assets (EOY)
    $14,916,209
  • 2014 · 990

    Revenue
    $33,867,850
    Expenses
    $35,709,088
    Assets (EOY)
    $15,219,532
  • 2013 · 990

    Revenue
    $33,163,937
    Expenses
    $34,797,843
    Assets (EOY)
    $18,163,996
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $30,809,728
    Assets (EOY)
    $19,189,364

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • NC BAR ASSOCIATION

    501(C)(6) · PROMOTING AND IMPROVING THE ADMINISTRATION OF JUSTICE · NC

  • CHILDREN'S LAW CENTER OF CENTRAL NORTH CAROLINA

  • LAND LOSS PREVENTION PROJECT

  • NORTH CAROLINA BAR ASSOCIATION

  • NORTH CAROLINA BAR ASSOCIATION FOUNDATION

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

  • BAIN & MCRAE LLP

  • BARRINGER SASSER LLP

  • BARTENFIELD INJURY LAW

  • BARWICK MEDIATION

  • BATTS BATTS & BELL LLP

  • BLOCK CROUCH KEETER BEHM & SAYED LLP

  • BLUE LLP

  • BRADLEY A COXE PC

  • BROOKS PIERCE MCLENDON HUMPRHEY & LEONARD LLP

  • C MITCHELL HATCHETT III

  • COLOMBO KITCHIN DUNN BALL & PORTER LLP

  • CUSTER MELNYK LLP

  • DEMAYO LAW OFFICES LLP AND ASSOCIATES

  • DODGE JONES LAW FIRM LLP

  • DOZIER MILLER LAW GROUP

  • EDMISTEN & WEBB LAW FIRM

  • EDWARDS & EDWARDS LLP

  • EQUITAS LAW PARTNERS LLP

  • EVERETT WOMBLE & LAWRENCE LLP

  • FARVER & SKIDMORE LLP

  • FLEMING & WILLIAMS LLP

  • FLETCHER PATENTS INC

  • GAY & MCNALLY PLLC

  • GILL & TOBIAS LLP

  • GRIMES TEICH ANDERSON LLP

The first 25 as filed. The return lists the rest.

Related corporations and trusts on its 2024 return

  • FIRM NAME

  • A B MILLER LAW PLLC

  • A G LINETT & ASSOCIATES PA

  • ABRAMS & ABRAMS PA

  • AC CEBERIO LLC

  • ADDITON PENDLETON & WITHERSPOON PA

  • ADEWALE LEGAL PLLC

  • ADVOCATE FAMILY LAW GROUP

  • ALANNA D MADDOX

  • ALEXANDER & DOYLE PA

  • ALLEN & PINNIX PA

  • ALLEN C FOSTER PLLC

  • ALLEN CHESSON & GRIMES PLLC

  • ALLEN MILLS PLLC

  • ALLMAN SPRY LEGGETT CRUMPLER & HORN PA

  • ALTON R WILLIAMS PLLC

  • AMBER R MUEGGENBURG PLLC

  • ANDERSON NOLEN PLLC

  • ANGLIN LAW FIRM PLLC

  • ANN BRITGREEN PLLC

  • APOLLO SPORTS & ENT LAW GROUP

  • ARLEDGE LAW FIRM PLLC

  • ARMENDARIZ LAW OFFICE PLLC

  • ARNETTE LAW OFFICES PLLC

  • ARNOLD & SMITH PLLC

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.